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Viavi Solutions posts strong growth on AI data center demand, rated Buy at $37 with upside potential.

Analyst Insights
12 Sep 2026
Seeking Alpha
View Source
Bullish
Viavi Solutions posts strong growth on AI data center demand, rated Buy at $37 with upside potential.

Viavi Solutions has reported robust revenue and profit growth driven by strong demand in AI data centers, optical testing, and aerospace & defense sectors. The company’s data center operations, particularly in 1.6T and CPO technologies, are key growth drivers alongside steady aerospace & defense revenue. Despite a higher stock valuation, the analyst rates Viavi Solutions as a Buy at $37, expecting margin expansion and accelerated growth in core segments. Risks include reliance on AI capital expenditure cycles, customer concentration, and weak free cash flow, but positive earnings forecasts through FY2028 support the optimistic outlook.

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